Altice USA 2025 Q2 Earnings Sharp Decline in Net Income Amid Revenue Drop

Altice USA reported its Q2 2025 earnings on August 8, 2025. The results fell well below expectations, with the company swinging to a loss and issuing no forward guidance. The net income deteriorated sharply, with a 505.4% decline in net profit, underscoring significant operational challenges.

Revenue
Altice USA reported total revenue of $2.15 billion for Q2 2025, a 4.2% decline from $2.24 billion in the same period last year. Broadband revenue stood at $885.14 million, with video revenue at $660.54 million. Telephony generated $64.63 million, while mobile revenue came in at $37.62 million. Business services and wholesale revenue totaled $361.79 million. Additionally, the company earned $118.77 million from news and advertising, and $18.71 million from other segments.

Earnings/Net Income
The company swung to a loss of $0.21 per share in Q2 2025, a stark contrast to the $0.03 per share profit in the prior year period. Net income turned to a net loss of $87.99 million, a 505.4% decline from the $21.70 million profit in the year-ago period. The sharp drop in profitability highlights the severity of the financial downturn.

Price Action
The stock price of Altice USA fell 3.95% on the latest trading day, dropped 15.77% for the week, and declined 15.12% month-to-date, reflecting continued investor concerns.

Post-Earnings Price Action Review
A strategy of buying Altice USA shares 30 days after a revenue-raising earnings report and holding for another 30 days has shown poor performance, with a compound annual growth rate of -24.27% and a total return of -53.13% over the past three years. Despite a maximum drawdown of 0.00%, the strategy’s Sharpe ratio of -0.44 signals a high-risk profile with significant losses.

CEO Commentary
CEO Frank Dangeard emphasized a cautious outlook amid ongoing challenges in the fiber optics market, including regulatory changes and competitive pressures. He noted the added complexity from new rules requiring third-party access to Altice’s fiber network. Dangeard highlighted the company’s commitment to network expansion and digital transformation while balancing cost control to support long-term sustainability.

Guidance
The company did not provide forward-looking guidance during the earnings call. Altice USA reported an EPS of -0.21, revenue of $214.72 million, and a net loss of $87.99 million. No quantitative targets or qualitative expectations were disclosed by the CEO or in the call.

Additional News
Recent global developments include the announcement of a potential meeting between U.S. President Trump and Russian President Putin as early as next week. In India, there has been backlash following a doubling of tariffs, while in Southeast Asia, Cambodia and Thailand signed an agreement to reinforce a ceasefire. Meanwhile, the U.S. Census Bureau has been directed to exclude undocumented immigrants in population counts. The global business landscape is also being affected by rising trade tensions and the impacts of U.S. tariffs on European pharmaceutical companies.